Generally speaking, there are five types of planning documents.
Planning is not an isolated process to be undertaken by a consultant. It is an
interactive process that requires participation from various sets of stakeholders,
the establishment of a mutual knowledge base, and consensus on what should
be done with regard to what has been learned. The planning consultant is a
process facilitator, fact checker/ researcher, writer/recorder, and project manager.
Abridged steps for plan development
These plan/project development steps should be considered when preparing a
grant or proposal as well.
- PROJECT PLANS outline tasks, deliverables, and deadlines for completing
a specific project.
- ACTIONS PLANS list a series of activities, tasks, or steps designed to
achieve a specific objective.
- STRATEGIC PLANS details the overall direction and expected outcomes
required to achieve an organization's mission over a 3-5 year period.
Strategic plans may include a tactical plan, which are the short term
activities required for implementing the strategic plan.
- BUSINESS PLANS often encompass elements of the plan types listed
above in that the plan is an outline of a company's expected course of
action for a specified period of time. The plan will include an analysis of
your products or services, the market you intend to serve, and the industry
you have entered. Business plans also address management policies,
organizational capacity, marketing strategies, and financial direction.
Planning is not an isolated process to be undertaken by a consultant. It is an
interactive process that requires participation from various sets of stakeholders,
the establishment of a mutual knowledge base, and consensus on what should
be done with regard to what has been learned. The planning consultant is a
process facilitator, fact checker/ researcher, writer/recorder, and project manager.
Abridged steps for plan development
- Define the purpose or mission
- Identify internal and external system forces that affect the project
- Establish goals
- Establish strategies to reach plan goals
- Establish measurable objectives indicative of plan goals being met or not
- Assign time frames and accountability for meeting objectives
- Prepare a written plan document and a method for communicating the plan
These plan/project development steps should be considered when preparing a
grant or proposal as well.
| planning documents |
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